KLCM

KG&L Capital Management Portfolio holdings

AUM $364M
1-Year Est. Return 18.66%
This Quarter Est. Return
1 Year Est. Return
+18.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$8.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.74M
3
+$1.44M
4
LUV icon
Southwest Airlines
LUV
+$1.3M
5
PLTR icon
Palantir
PLTR
+$1.3M

Top Sells

1
+$3.04M
2
+$1.8M
3
+$1.5M
4
CSCO icon
Cisco
CSCO
+$1.35M
5
BABA icon
Alibaba
BABA
+$1.1M

Sector Composition

1 Technology 18.85%
2 Consumer Staples 15.01%
3 Financials 12.97%
4 Consumer Discretionary 9.08%
5 Industrials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$387K 0.17%
3,050
102
$378K 0.17%
3,148
103
$377K 0.17%
+4,454
104
$369K 0.16%
10,150
-1,050
105
$364K 0.16%
6,060
+1,009
106
$362K 0.16%
4,271
+176
107
$362K 0.16%
2,492
+39
108
$357K 0.16%
1,006
109
$353K 0.15%
6,491
-24,846
110
$352K 0.15%
24,825
+7,411
111
$339K 0.15%
8,055
+55
112
$335K 0.15%
+4,194
113
$334K 0.15%
2,259
-7,464
114
$329K 0.14%
6,351
115
$322K 0.14%
6,107
+355
116
$315K 0.14%
+5,414
117
$306K 0.13%
5,689
-2,205
118
$303K 0.13%
1,710
119
$298K 0.13%
1,159
-75
120
$298K 0.13%
6,216
+120
121
$292K 0.13%
+4,862
122
$292K 0.13%
1,209
-50
123
$283K 0.12%
7,114
-300
124
$278K 0.12%
2,844
+65
125
$265K 0.12%
424
2 3 4
5
6